Spectrum Wealth Advisory Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $299K | Buy |
941
+31
| +3% | +$9.85K | 0.14% | 51 |
|
2025
Q1 | $236K | Sell |
910
-100
| -10% | -$25.9K | 0.11% | 50 |
|
2024
Q4 | $408K | Buy |
1,010
+197
| +24% | +$79.6K | 0.19% | 37 |
|
2024
Q3 | $213K | Sell |
813
-216
| -21% | -$56.5K | 0.12% | 44 |
|
2024
Q2 | $204K | Buy |
+1,029
| New | +$204K | 0.22% | 35 |
|
2024
Q1 | – | Sell |
-928
| Closed | -$231K | – | 32 |
|
2023
Q4 | $231K | Buy |
928
+106
| +13% | +$26.3K | 0.28% | 30 |
|
2023
Q3 | $206K | Hold |
822
| – | – | 0.28% | 30 |
|
2023
Q2 | $215K | Buy |
+822
| New | +$215K | 0.29% | 29 |
|